Wealth Strategist - milano - beBeeInvestment

Titolo del lavoro: Private Wealth Management, Wealth Management Professional, Analyst, Milan

Descrizione

Key Responsibilities:

• Secure and develop relationships with high net worth individuals, their families, family offices and foundations.
• Assist clients in building and preserving financial wealth by creating long-term asset allocation strategies within the context of each client's risk tolerance.
• Provide access to innovative investment ideas and opportunities for growth.

Job Requirements:

• A strong operational background with experience in a related field is required.


• Ability to work closely with Private Wealth Advisors to support PWM clients is essential.


• Familiarity with cash management systems and private banking services is necessary for success in this role.